High School and College Partnerships Presented by: Eleshia Kalish, Manager II CFE High School Branches And Katie Bowman, Senior Relationship Manager Community Engagement & Partnerships Partnerships| mycfe.com

CFE Who is CFE? INTRODUCTION Intro Partnerships| mycfe.com We are approximately 500 employees in Central Florida. Orange, Osceola, Seminole and Lake County. (one branch in Volusia) 22 branches (soon to be 23 – Poinciana) 6 High school branches (soon to be 9) Serve over 160,000 members Hold just over $1.8 billion in assets Est. 1937 Orange County Teachers Credit Union Community charter – March 2006 CFE's field of membership is based on a community charter. Therefore, anyone who lives, works, worships, volunteers, or attends school in Orange, Osceola, Seminole, or Lake County may join. Businesses and other legal entities may join as well. If you become a member of CFE, your immediate family members are automatically eligible to join. Immediate family members include parents, children, grandparents, siblings, spouse, and stepparents. Who is CFE? Intro Partnerships| mycfe.com

TOPICS High school branch program University partnership TODAY’S High school branch program University partnership State college partnership Q & A Agenda Partnerships| mycfe.com

CFE HIGH SCHOOL BRANCH PROGRAM Presented by Eleshia Kalish Manager II, CFE High School Branches HS Partnerships| mycfe.com

Our 1st High School Branch High School Program History In an effort to increase financial literacy among high-school students, CFE Federal Credit Union launched the High School Branch Program in 2008. We currently sponsor branches in 6 Florida High Schools: Timber Creek High School, Lake Brantley High School, Poinciana High School, Boone High School, Oak Ridge High School, and Colonial High School. Our 1st High School Branch Paw Print Branch Est. January 2009 Partnerships| mycfe.com

Creating a High School branch: HS Partnerships| mycfe.com

Operating a High School Branch: HS Partnerships| mycfe.com

High School Branch Marketing Promotions throughout the school year Faculty and Staff Days New Account Student Applications Financial Literacy Presentations School Specific Debit Card Products HS Partnerships| mycfe.com

High School Branch Spotlight Oak Ridge High School The JA Academy is a magnet school in partnership with Orange County Public Schools that teaches students leadership and entrepreneurial skills through an integrated and challenging high school curriculum. 90% of the student tellers from this branch are members of the Junior Achievement. HS Partnerships| mycfe.com

High School Branch Spotlight NAF’s Academy of Finance connects high school students with the world of financial services, offering a curriculum that covers entrepreneurship, banking and credit, financial planning, international finance, securities, insurance, accounting, and economics, among other topics. All students tellers from the Boone and Brantley Branches are apart of the Academy of Finance program. HS Partnerships| mycfe.com

Why we ♥ the High School Branch Program Financial Literacy Real World Workforce Skills and Experience Resume and College Application Builder Paid Summer Internship CFE Scholarship Opportunities Part time and full time job opportunities upon graduation Future Benefits HS Partnerships| mycfe.com

Program Expansion We’ve had a very successful 10 years in this program and we’re continuing our expansion! We’re currently in the implementation phase of adding three new High School Branches. Lake Howell High School Ocoee High School St. Cloud High School 1 in each of the 3 counties of the school board’s affiliation. HS Partnerships| mycfe.com

University of Central Florida UCF FCU merger with CFE March 2011 3 branches UCF Commons (off campus) UCF Campus UCF Challenger  East Orlando UCF Federal Credit Union has been on campus for more than 40 years Market Days, Light-Up UCF, and a $5K Tuition Giveaway Market Days are held every Wednesday throughout the semester, our staff wore clever t-shirts and offered account opening incentives that got the students’ attention. students would use their smart-phones to enter for a chance to win $5,000 towards tuition. Thousands of fans were distributed donning the image of the campaign mascot, Jack the Jester, and students were asked to take a picture with him using their smart-phones. Then, using the mobile application Instagram, students could upload the photo and give UCF Federal Credit Union a shout-out by “#hashtagging” our special code, and by doing that, they were automatically entered to win. University Partnership| mycfe.com

UCF keeps growing… Partnership with UCF Athletics “Official Financial Institution of UCF Knights” Use of UCF’s marks/logos Branding on campus assets Game Entitlement (televised) Student Gate branding Game Day exposure 2014 Football program ad University Partnership| mycfe.com

Indoor and outdoor assets CFE Arena Naming Rights to arena: May 2013 Naming rights to arena in May 2013 Employees Graduations Towers residents Naming rights: May 2013 Branch opens 2014 Indoor and outdoor assets ATMs UCF Basketball Events, concerts, shows University Partnership| mycfe.com

UCF Knights Debit Card Show off your Knight pride with an official UCF debit card from CFE Federal Credit Union. Every time you use the card for every day purchases, CFE makes a donation to UCF Athletics. CFE has locations in the John T. Washington Center, CFE Arena and University Commons plaza. CFE also has five ATMs on the UCF campus. The card can be used anywhere VISA is accepted. University Partnership| mycfe.com

More with UCF: University Partnership| mycfe.com Campus Events & Sponsorships Multi-Event Sponsorships Athletic Events Financial Literacy & Education Scholarships Item Donations Marketing Opportunities Plan It Calendar Holidays Community Service Affiliations University Partnership| mycfe.com

CFE Partnership with Seminole State College “Preferred Credit Union of Seminole State College” Partnered through The Foundation for Seminole State College 10-year contract signed in 2014 Affinity Debit card program ATMs on each campus (4 campuses) State College Partnership| mycfe.com

Seminole State Debit Card CFE offers a Seminole State-branded affinity debit card. Every time the debit card is used, CFE will donate back to the Foundation for Seminole State College. Give back every time you spend! State College Partnership| mycfe.com

Partnership with Seminole State College CFE Sponsors Foundation events, including Dream Gala, Dream Cup and Presidents’ Club Supports various programs on campus, such as College Speakers Series, Theatre department, Athletics, Career Development and more Offers job shadowing opportunities for students each semester Participates in Student Life and other student events on all four campuses State College Partnership| mycfe.com

Partnership with Seminole State Financial Literacy CFE offers financial literacy workshops for students and employees that can be customized to meet the class or club’s needs. Some topics include: Basic Budgeting Establishing/Repairing Credit Debt Management Identity Theft Repaying Student Loans Investment Basics CFE can work directly with professors and departments to design the exact program they are looking for. State College Partnership| mycfe.com

QUESTIONS ? Partnerships| mycfe.com

CFE Federal Credit Union mycfe.com Email: Kbowman@mycfe.com Ekalish@mycfe.com Join us on Social Media! @mycfe Partnerships| mycfe.com